Investment Strategy
Our approach is simply to create diversified portfolios of long-term investments in stocks of American Hero Companies.
Investment Process
We strive to apply the American Hero Company values of Integrity, Humility, Diligence and Caring to the investment management process. For more about our investment process you may click here.
American Hero Portfolios (2)
- American Hero Equity - From the American Hero Universe our investment committee selects 24 stocks we feel have the best potential for long term capital appreciation.
- American Hero Index - This is simply an equal weighting of the top scoring 76 companies from the American Hero Universe.
Performance
Backtesting and our own historical track record seem to indicate that American Hero Companies have good potential for competitve, long-term investment performance. To view our latest performance figures click here.
Priority
Although we work diligently to position our portfolios for long term gains, we will strive to always keep our desire for investment performance subordinated to the our broader goals as stated on the Mission Page of our web site.
Portfolio statistics
We can provide interested parties with Morningstar "Snapshot" reports that provide more in-depth statistics on each of our portfolios. We normally update these reports after the end of each quarter. Feel free to contact us for more information.
Fees
Fees are normally based on assets under management but can vary depending on which investment professional and custodian is used.
